Change the request emails
How to do it in Simple Signature, one step at a time.
Last updated 9 Oct 2026
Paid version only. These steps do not count in the setup progress.
Simple Signature sends two emails. Both are Classic email templates of the app.
| Template | |
|---|---|
| The request, with the Sign Online button | EmailSignature |
| The email with the signed PDF, after the signature | SignatureReturn |
Change their words, so the signer knows who you are and what to sign.
Open Classic Email Templates. Open the folder Simple Signature. Click EmailSignature.
Open Setup. In the Quick Find box, type Classic Email Templates. Click it. The list opens on another folder. In the folder list at the top, pick Simple Signature.
An icon with the tip Managed - Installed marks the templates of the app.
Click Edit HTML Version.
The page says that you may only edit certain attributes of a managed template. The Subject is one of them.
Change the Subject and the text. Click Save.
Change the words around the button. Do not change the Sign Online button. It holds hidden values that open the right Signature.
Leave in place every merge field near the button. They start with
{!Signature__c.. Simple Signature needs them, for example to record when the signer opens the email.The request email carries the PDF to sign. Say so in the text.
Go back to Classic Email Templates. Click SignatureReturn.
Click Edit HTML Version. Change the Subject and the text. Click Save.
The Subject starts as
Your Signed Form: {!signature__Signature__c.signature__RequestedForm__c}. The part in braces puts in the Requested Form of the Signature. When that field is empty, the Subject ends after the colon. To fill it, add a predefined value for Requested Form to the action, for example"Release Form".Send a test request. Check both emails.
Follow steps 6 to 9 of Send a signature request.
The Email Templates tab of the Configure page
The tab lists these templates and others. For EmailSignature and SignatureReturn, Go to Edit opens a page that says you can't edit a template from a managed package. Use Classic Email Templates, as above. In TAF's test, a change to the Signature Request row did not change the request email.
Applies to
Simple Signature 5.8.x, paid version. These steps come from the tested Simple Signature implementation guide, where they sit with the steps before and after them.
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